ADVISER SUPPORT&nbsp

Current Opportunity

With hundreds of thousands of retirees affected by the change to the Age Pension asset test from
1st January 2017, a major consulting opportunity exists. Virtually every Age Pensioner - other than
those on full entitlements - needs to reset their sustainable retirement income. We have a promotional
branded web calculator which you can incorporate into your website to evaluate if the changes are adverse for your clients. This calculator can have your contact details for those
potential clients requiring assistance. Then a heavy duty Excel calculator, template SOA and NetActuary paraplanning
service examines the opportunity to take mitigating action - retain ABP grandfathering, setting COL increases and
step downs optimally, asset tidy ups, fixed term annuities etc. Please contact Brian on 03 6224 1145 to further discuss
how to address this opportunity efficiently.

White Label Calculators

Calculators can be incorporated as lead generators into your existing website, branded with
your company logo and having different promotional messages on each calculator.